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Take payments and send invoices by phone with PayPal on AgentCalls.

Connect your PayPal account and your AgentCalls agent can work with payments during a call. It can create and send invoices, check whether a payment has arrived, add tracking details to paid orders, and help a customer set up or manage a subscription. Your agent uses the credentials you connect from your PayPal settings, so it only does what you allow.

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What your agent can do with Paypal

  • Create draft invoices during a call and send them to the customer by email
  • Check whether an invoice or payment has been completed before answering a question
  • Add shipping tracking numbers to multiple PayPal transactions in one request
  • Activate billing plans and capture subscription payments when a customer asks to start or pay
  • Cancel automatic invoice reminders once a balance has been settled

Paypal exposes 78 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks for an invoice after a repair visit

  1. Caller

    Hi, I was in for a boiler service this morning. Can you send me the invoice?

  2. Agent

    Of course. I can see the job under the name Daniel Reyes. Shall I email the invoice to daniel.reyes@mail.com?

  3. Caller

    Yes, that works. Can I pay it by card over the phone?

  4. Agent

    Yes. The invoice for 185 dollars is on its way now. It includes a PayPal link where you can pay by card or PayPal balance.

Customer checks whether a payment went through

  1. Caller

    I paid my order last Thursday, but I haven't got a confirmation. Can you check?

  2. Agent

    Let me look that up. Which order number is it under?

  3. Caller

    It's order 4471.

  4. Agent

    Found it. Payment of 64 dollars was completed on Thursday at 4:12 PM. I'll resend the receipt to your email now.

Subscriber restarts a plan by phone

  1. Caller

    I cancelled my monthly plan last spring. I'd like to start it again.

  2. Agent

    Happy to help. The Standard plan is 29 dollars a month, billed on the 1st. Would you like me to set that up now?

  3. Caller

    Yes, please. Start it from next month.

  4. Agent

    Done. Your subscription starts on the 1st of next month. You'll get a confirmation email shortly.

How to connect Paypal

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Paypal

    From Integrations in the dashboard, choose Paypal and enter the connection details from your Paypal account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Paypal actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with PayPal during the call or only after?

Both. Your agent can act during the call, such as creating an invoice or checking a payment, and it can also handle follow-up tasks after the call ends.

What do I need to connect PayPal?

You need a PayPal business account. Connect it from the AgentCalls dashboard using the credentials from your PayPal settings. You can disconnect it at any time.

Which plan includes this integration?

PayPal is included from the Growth plan. Integrations are not available on the Starter plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Paypal.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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